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Screen Recorder: Saving and Exporting Your Recording

Learn how to save, export, and import your Screen Recorder capture into ProcessPro as a process guide.

Written by James Ross

After recording and editing your screen guide, the final step is to export it into ProcessPro. You can import a recording as a new process or add the captured steps to an existing process.

Export Options

Add to Existing Process

  • Appends captured steps to an existing process activity.

  • Useful for adding a sub-process or updating part of a larger workflow.

  • You choose where in the process the new steps are inserted.

Export as PDF

  • Generates a PDF document with all steps and screenshots.

  • Useful for sharing outside of ProcessPro or for offline reference.

  • The PDF includes step numbers, descriptions, and annotated screenshots.


Quick Steps

  1. Complete and edit your recording

  2. Click Export in the recording panel

  3. Choose New Process or Existing Process

    • Existing Process — search for and select the target process and activity

  4. Click Import

  5. Navigate to your process to review the imported steps


Troubleshooting

  • Import fails: Check that you have permission to create or edit processes in the selected process group.

  • Screenshots missing: Ensure the recording was fully processed before exporting - large recordings may take longer.


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